Carl Tremlin

Carl Tremlin

Financial Planning Director

+44 (0) 1172 444 860

/

LinkedIn

+44 (0) 1172 444 860

/
LinkedIn
Bristol office

About me

Based in Bristol, I am responsible for delivering financial planning and structuring advice to new and existing clients - typically those with more complex affairs.

Working closely with legal and tax professionals, I specialise in tax-efficient investing, retirement planning and Inheritance Tax planning strategies. 

Background/Experience

I am a Fellow of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

I have also completed the CII specialist advanced level pension transfer qualification. This provides the specialist knowledge and skills required by the regulator to advise on the transfer of safeguarded benefits.

My Interests

I have 4 dogs that keep me active, but when I am not walking them I enjoy watching a game of rugby or catching up with friends and family.

My areas of expertise

Contact me via the form to learn more about....

Helping private clients with their life goals and investment choices

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

I'm also an expert in...

Where to watch the best rugby in the West Country!

Feeding a swan
Carl Tremlin

The Investec values of integrity, spirit and customer-focus are what drives our team to deliver exceptional service and solutions to clients.